The unfair advantage for independent RIAs
Triple your AUM. Keep your independence.
We're the AI-native growth partner for RIAs who refuse to settle for legacy platforms, PE pressure, or doing it alone.
The Forgotten Advisor
Sound familiar?
Independent advisors are stuck between platforms that ignore them and aggregators that want to absorb them.
Too Small for Big Platforms
Orion, Envestnet, and the PE-backed giants don't return your calls. You're revenue, not a relationship.
Too Sophisticated for DIY
Robo-portfolios and chatbot support aren't going to cut it. Your clients deserve better than a template.
Pressured to Sell Out
PE aggregators want your book, not your success. Every "partnership" comes with a leash.
67%
of independent advisors feel underserved by their current platform
There's a better way. Triple your AUM. Keep your independence.
Interactive Wizard
Build Your Advisor Platform In 60 Seconds.
Configure your ideal setup — no login required.
What's your AUM range?
Select your custodian(s)
~60 seconds • 100% free • no login • Personalized results
Why UX Wealth
Why Forward-Thinking RIAs Choose UX Wealth
Everything you need to compete with firms 10x your size.
INVESTMENT FREEDOM
One Account. Infinite Possibilities.
Blend AI-optimized strategies with your own models — personalized for every client, managed in real-time. 100+ SMAs and AI-driven UMAs, automated rebalancing, and tax optimization in a single sleeve.
OPS THAT PAY FOR THEMSELVES
Institutional-Grade. Personally Handled.
Trade execution, rebalancing, billing, fee collection, performance reporting, client portal — all handled by named contacts. Not ticket queues. ~40 bps saved annually through superior execution alone.
MULTI-CUSTODIAL POWER
Win Business Others Can't.
Schwab, Altruist, Interactive Brokers, Apex — five custodians, one dashboard. No forced migrations, no lost deals.
YOUR OUTSOURCED CTO
AI Automation. Brand. Growth.
We implement full AI automation across your practice, overhaul your brand and website, automate your social media, and bring tech strategy.
The Fleet
We don't give you one boat. We give you the fleet.
14 institutional-grade managers. 100+ live models. Strategic, tactical, AI-driven, and custom.
And the advisor? They're not a sailor anymore. They're the Admiral.
ADVISOR DRIVEN
Your Custom Vessel
Build your own models with full control over every position and allocation.
STRATEGIC
The Sailboat
BlackRock, Vanguard, Stonebridge. Low turnover, buy-and-hold.
TACTICAL
The Powerboat
Thor, Scarecrow, Nationwide IOVA. Active risk management.
AI/ML
The Submarine
Ai Funds, Qraft, StockSnips, STRATxAI. Deep learning, institutional-grade AI.
Explore the Full Fleet
Filter by strategy type
The Xperience Platform
Four Engines. Zero Dependencies. Total Control.
100% proprietary technology built for independent advisors.
TradeX
Institutional-Grade Execution
- •Bloomberg OMS/EMS
- •Intelligent routing
- •Rules-based rebalancing
- •Tax-loss harvesting
- •Pre/post reconciliation
- •Real-time risk monitoring
- •Multi-custodial block trading
BillX
Cloud-Native Billing
- •Automated fee calc/collection/reconciliation
- •AUM/flat/tiered/blended fee types
- •Multi-custodial fee deduction
- •Household/sleeve/account billing
- •Revenue sharing
- •Advisor dashboard
- •Zero third-party licensing
ReportX
GIPS-Ready Reporting
- •GIPS-compliant composites
- •Real-time cloud delivery
- •White-labeled reports
- •Household/account/sleeve reports
- •Performance attribution & benchmarking
- •Custom report builder
- •Data exports & API
riskDNA
Multi-Factor Risk Profiling
- •6-category 0–100 scoring
- •5-factor Portfolio X-Ray
- •Tolerance vs portfolio gap detection
- •12 historical stress scenarios
- •AI statement parsing
- •Email-gated lead capture
- •Standalone or integrated
Four Engines • Zero Third-Party Dependencies • Full Lifecycle Control
TradeX, riskDNA, and BillX are products of their respective companies and are not owned by or affiliated with UX Wealth Partners, LLC.
TradeX Execution Quality
Source: S3 Matching Technologies / Charles Schwab
Ideal Partners
Who We Serve
We work best with advisors who share our values.
$10M–$150M+ AUM
Our sweet spot — but we partner with firms beyond this range too.
Growth Mindset
Advisors looking to 2–3x their business in 3–5 years.
Independence Matters
Not looking to sell to PE. You want to own your future.
Client-First Philosophy
Better outcomes, not just cheaper ops.
How It Works
What Working With Us Looks Like
From first call to full partnership in weeks, not months.
Discovery Call
We learn about your firm, clients, and goals. You learn what we can do.
Custom Proposal
A tailored plan with your tech stack, models, fee structure, and timeline.
Seamless Onboarding
White-glove migration — no client signatures, no disruption, no stress.
Ongoing Partnership
Named contacts, CIO access, continuous optimization, and growth support.
Case Studies
Advisors Who Made the Switch.
And Never Looked Back.
Growth-Stage RIA
$240K
Saved Per Year
50%+
Cost Reduction
100%
Custom UMAs
Physician-Focused RIA
$30M
Annual Growth
T+1
Trade Execution
48hr
Billing Cycle
RIA Rollup Network
33%
Fee Reduction
40%+
AUM Growth
1,100+
Accounts Migrated
Support
Named Contacts. Not Ticket Queues.
Real people who know your business — not a support portal.
Dedicated Account Manager
A named contact who knows your firm, your clients, and your goals.
Training & Education
Hands-on onboarding and ongoing platform education for your team.
CIO Direct Access
Direct line to our Chief Investment Officer for strategy questions.
Rapid Response
Real humans, fast answers. Not ticket queues or chatbots.
Seamless Onboarding
White-glove migration with zero client disruption.
Ongoing Optimization
Continuous review of your tech stack, models, and operations.
Latest Updates
What's Happening at UX Wealth
riskDNA Launch: Multi-Factor Risk Profiling Now Live
Altruist Custodial Integration Complete
AI-Powered Explainable Models Added to Fleet
UX Wealth Surpasses $2.5B in AUM
TradeX Hits 97.7% NBBO Execution Rate
Nationwide IOVA Strategies Now Available
Get Started
Let's Start the Conversation
Finally, a real partner. Compete. Grow. Win.
Command your growth.